+559.5%
RKLB vs MAS
+45.3%
+514.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | -0.4% |
| 7D | -0.2% | -0.8% | +0.5% | +0.3% |
| 30D | -14.1% | -5.6% | -8.6% | -11.1% |
| 3M | -46.4% | +4.4% | -50.9% | -48.6% |
| 6M | -10.6% | +7.2% | -17.8% | -15.9% |
| YTD | -7.9% | +16.1% | -24.0% | -19.2% |
| 1Y | +49.5% | +0.1% | +49.4% | +44.2% |
| 3Y | +913.6% | +28.3% | +885.3% | +682.2% |
| 5Y | +375.3% | +30.5% | +344.8% | +250.9% |
| All | +559.5% | +45.3% | +514.2% | +335.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling